Financial Estate Planning

An often overlooked part of a clients financial plan is "marrying" their estate planning documents with the account titling and beneficiary language on their investment accounts.  Our advisors take the time to walk you through this process, and make sure that your estate planning and financial planning are in harmony.  We also are able to talk with your legal counsel so that everyone is on the same page with existing documents, or to strategize with the attorney should new documents be needed.